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Lake Hills Wealth Management’s Occidental Petroleum OXY Stock Holding History

Lake Hills Wealth Management’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,628
Closed -$213K – 40
2023
Q2 		$213K Buy
+3,628
New +$218K 0.23% 38

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Fidelity Investments
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Geode Capital Management
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Bank of New York Mellon
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Morgan Stanley
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lake Hills Wealth Management's OXY Position: Q3 2023 in Review

Lake Hills Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2023, closing a stake of 3,628 shares — an estimated $213K sold.

Lake Hills Wealth Management first reported a position in OXY in Q2 2023 and held it in 1 quarter. The position peaked at $213K in Q2 2023. 1,160 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

  • Lake Hills Wealth Management reported no remaining Occidental Petroleum position as of Q3 2023 after selling out during the quarter.
  • Lake Hills Wealth Management sold 3,628 Occidental Petroleum shares in Q3 2023, an estimated $213K.
  • Lake Hills Wealth Management first reported a position in Occidental Petroleum in Q2 2023 and held it in 1 quarter.
  • Lake Hills Wealth Management's Occidental Petroleum position peaked at $213K in Q2 2023.
  • 1,160 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on Lake Hills Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.